MWAL

Medallion Wealth Advisors, LLC Portfolio holdings

AUM $306M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.56M
3
+$5.82M
4
NVDA icon
NVIDIA
NVDA
+$5.01M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.75%
2 Consumer Discretionary 4.77%
3 Financials 4.56%
4 Consumer Staples 3.5%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.17%
+1,710
127
$350K 0.17%
+1,386
128
$347K 0.17%
+1,311
129
$334K 0.17%
+5,615
130
$333K 0.17%
+4,716
131
$333K 0.17%
+11,755
132
$332K 0.16%
+570
133
$332K 0.16%
+12,900
134
$331K 0.16%
+2,210
135
$323K 0.16%
+6,678
136
$320K 0.16%
+6,576
137
$319K 0.16%
+1,302
138
$317K 0.16%
+8,979
139
$314K 0.16%
+5,096
140
$314K 0.16%
+1,792
141
$314K 0.16%
+7,318
142
$313K 0.16%
+14,872
143
$310K 0.15%
+24,653
144
$308K 0.15%
+2,938
145
$303K 0.15%
+2,551
146
$302K 0.15%
+1,080
147
$297K 0.15%
+2,239
148
$295K 0.15%
+588
149
$294K 0.15%
+516
150
$287K 0.14%
+1,108
4 5
6
7 8